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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,845 | $48,327-54.8% | $67,575-67.7% | $80,935-73.0% |
| Participation rate | 20.0% | 66.4%-46.4pp | 72.9%-52.9pp | 67.7%-47.7pp |
| Annual return | 4.91% | 18.31%-13.4pp | 3528.98%-3524.1pp | 35.66%-30.7pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $604 | $2,927-79.4% | $4,003-84.9% | $4,299-85.9% |
| Admin fee / account holder | $14,183 | $3,692+284.1% | $3,993+255.2% | $6,924+104.8% |